Attacks In Saudi Arabia Are A Recipe For Much Higher Oil Prices

Over the years, I have often been asked about scenarios that could rapidly drive oil prices higher. My response is always that the worst case scenario is an incident that takes a large amount of […]

Why A Ban On Fracking Will Never Happen

It’s primary season, which generally means Democratic candidates for President are trying to see who can swing farthest Left. This is especially true when it comes to punishing the oil and gas industry that supplies most […]

An Ethanol Defender Misses The Point

Last month’s series on U.S. ethanol policy continues to draw reactions. Today, I will address one of those reactions. To recap, the articles in last month’s series were: Ethanol Industry In Free Fall Since President Trump’s Inauguration The […]

Get High Yields From A Healthy MLP Sector

Last week I received a news alert that highlighted the extent of the current bear market in energy stocks. Typically, late in a business cycle and with a potential recession on the horizon, some sectors […]

How The Trade War Impacts The Oil Industry

The ongoing trade war with China is impacting many industries. Market volatility is being exacerbated by President Trump’s pattern of vacillating between threats and cease-fires on the topic. At the beginning of August, the markets […]

The Ethanol Industry’s Flaw Is Its Entitlement Mentality

I hadn’t intended to write another ethanol column so soon, but I have been engaged in a lot of debate and discussion over my recent ethanol columns. I think it’s worth reiterating some points. Also, a […]

Addressing Two Objections To My Midwest Ethanol Plan

Today I want to conclude the recent series of articles on ethanol. Previous articles in this series were: Ethanol Industry In Free Fall Since President Trump’s Inauguration The Problem With The Ethanol Industry How To […]

How To Fix The Ethanol Industry

In the previous column, I described what I believe are the problems with the nation’s ethanol program. In a nutshell, the U.S. government creates demand for ethanol via federal mandate. This mandate pits states, powerful public interests, […]

The Problem With The Ethanol Industry

Despite once being included on an “Ethanol Enemies List“, I would like to see a healthy U.S. ethanol industry. I think it’s important for the U.S. to produce as much fuel as we can domestically, […]

Ethanol Industry In Free Fall Since President Trump’s Inauguration

Following Donald Trump’s election in 2016, ethanol producers rallied. Shares of ethanol suppliers Green Plains, REX American Resources and Pacific Ethanol all climbed by double digits in the weeks after the election. I felt like this celebration […]